Neo Wealth
Curated by SignalFinancial planners' solutions offering investment services and client management tools.
Overview
Neo Wealth Management Pvt. Ltd. is a company that offers financial planning and advisory solutions aimed at financial planners and advisors. The company provides various tools, such as predictive analytics for market trend forecasting, robo-advisory platforms for investment advice, and digital dashboards for portfolio insights. Their services include equity, mutual funds, IPOs, and bonds, primarily targeting investors in Mumbai. The company emphasizes investor education and compliance with regulatory frameworks, utilizing secure client portals for communication and ensuring adherence to industry standards. Additionally, the integration of APIs is employed to facilitate data exchange within the wealth management process.
Key facts
- Founded
- 2021
- Headquarters
- Mumbai, India
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 4 products and services
- Sign up to view
Contact
- Sign up to view
- Phone
- Sign up to view
